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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: rayok who wrote (39660)	8/25/2005 12:15:15 AM
From: mishedlo	Read Replies (3) \| Respond to of 110194

You can believe that or not. I do not think that treasuries are easily manipulated, not for any long duration anyway. Long term trends in currencies and interest rates are very tough to shake. Ask Japan who tried to induce inflation for 18 years and could not do it even at ZIRP. Mish

To: rayok who wrote (39660)	8/25/2005 2:19:03 AM
From: John Vosilla	Respond to of 110194

"What if the bond market is just another clueless, liquidity driven bubble? You still remember the predictive powers of Nasdaq 5000...........don't you? The trend is your friend.........until it isn't." The also said the same thing in 1980 but a situation the direct opposite of today. Bonds and all financial assets were dirt cheap selling at a very low multiple to cash flow on expectations of double digit inflation forever. And back then at least the CPI figure was real. Today it is understated by several percent at the least.